Digital Sales and Service Specialist
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Digital Sales & Service Specialists will be part of a dynamic, results-driven, high performing sales team that works directly with clients via inbound and outbound phone calls, email, chat and other virtual channels. They will proactively reach out by phone to existing and prospective customers to identify, expand, and deepen relationships through profiling and recommending appropriate products and services. This team will work closely with customers and internal partners to directly fulfill new relationships, resolve complex issues, and when applicable, refer customers across lines of business to meet additional customer needs.Job Accountabilities
New Account Opening and Relationship Deepening
- Service customers in an inbound and outbound call center environment to promote new account opening
- Answer customer questions and resolve account opening related problems and issues. Requires understanding of sales, products, benefits, account ownership, forms, and procedures.
- Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued.
- Follow up on leads generated and achieve goals established for the position
- Conducting regular outbound to assist prospective new account holders with incomplete applications
Digital and other Problem Resolution
- Provide technical support and guidance on non-routine inquiries concerning products, procedures and systems. Analyze and resolve complex customer issues to ensure customer satisfaction
- Be a digital account opening subject matter expert and identify process improvement opportunities to leadership with the goal of improving customer experience and meeting program goals
- Follow up on application or documentation requests, as applicable
Referrals and Partnership
- Recommend bank products to new and existing customers, following the company sales process while accurately following established bank procedures.
- Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
- Maintain strong relationship with internal partners within Customer Care, Branch Leadership, Branch Operations Support and other departments.
Fraud Risk Recognition & Resolution
- Identify potential fraud to limit risk exposure to company and customers
- Work directly with Financial Intelligence partners and leadership to report and prevent suspected fraud
Education
High School or GED required.
Associate Degree or equivalent combination of education and experience. Preferred
Experience
Up to 2 years customer facing sales and/or service experience. Required
1+ years working in a Sales & Goals based environment with strong customer service focus. Preferred
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
Personal banking, loan, investment and insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank’s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$17.00 - $28.04 per hour